Receptionist​/Personal Banker St. Robert

# Receptionist/Personal Banker St. Robert St. Robert1 - St. Robert, MO 65584## Overview Level Entry Position  Type Full Time Job Shift Day Education  Level High School

Travel Percentage None Category Finance ## Description
*** Working hours will be between the hours of 8am and 5pm Monday through Friday and every sixth Saturday from 7:30am-11:00am.
***** General Statement of Duties:
** This position assists customers with all aspects of opening and maintaining personal and commercial accounts as well as, provides other customer services as needed.  Receptionist/Personal Bankers greet customers as they enter the bank, direct customers to the proper departments, and assist with the distribution of incoming phone calls as needed.  Upholding customer confidentiality is a must.
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* Essential Job Functions:

*** Answers the main phone line, researches challenging customer inquiries and directs calls to other departments as needed.
* Greets callers and customers of the bank in a professional, friendly, hospitable manner.
* Professionally administers all incoming calls.
* Ensures phone calls are directed according to customer need.
* Answers customer inquiries about the status of various accounts over the phone.
* Transfers funds from account to account as directed by the customer.
* Opens all types of new accounts: personal and commercial checking, savings, CD’s, IRA’s, Money Markets, Debit Cards, etc.
* Actively cross-sells bank services to customers.
* Maintains proper documentation and follow-up correspondence for newly opened accounts.
* Orders business and personal checks and deposit slips.
* Closes accounts for customers as needed.
* Assists customers with safe deposit box needs.
* Assists customers with online banking password resets.
* Completes cross-app entries for the branch.
* Assists with instant issue debit cards by processing requests, printing cards, and balancing the account.
* Logs loan payments, writes up loan coupons, and delivers to the appropriate loan personnel.
* Ensures that Customer Identification Program (CIP) and Office of Foreign Asset Control (OFAC) verifications have been completed correctly.
* Researches Falcon cases as needed & handles potential dispute cases with customers.
* Acts as a notary for the bank.
* Balances internal bank accounts as assigned.
* Repairs and balances proof as needed.
* Comprehends general ledger accounts/transactions.
* Prepares the main lobby according to opening and closing procedures.
* Collects and distributes mail.
* Maintains appointment books for conference rooms and log-in books for outside vendors.
* Monitors and collects funds from employees for jean days and soda account.
* Assists customers with problem resolution and upholds customer service guidelines.
* Performs a variety of clerical duties including photocopying, faxing and filing.
* Follows bank policies and procedures, including state and federal regulations at all times.
* Assists with the filing and record keeping of departmental information.
* Maintains departmental appearance, both personal and general.
* Serves customers in a cordial and professional manner to ensure customer satisfaction with service provided by the bank.
* Takes advantage of opportunities to promote the Bank when involved in voluntary community activities and civic organizations to cross sell the Bank’s products and services.
* Completes other duties as assigned and assists in other areas of the bank such as working as a teller on Saturdays as needed.## Qualifications
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* Job Requirements:

*** High school diploma or equivalent.
* One year prior secretarial/switchboard experience preferred.
* One year prior experience in a financial environment preferred.
* Excellent command of the English language and grammar.
* Basic knowledge of the bank’s products and services preferred.
* Prior experience in a customer service environment preferred.
* Experience with calculators, standard office equipment, and PC software such as Excel, Word, and Outlook preferred.
* Ability to utilize general office equipment such as copy machines, calculators, fax machines, etc.
* Excellent phone etiquette.
* Knowledge of computer systems and changing technology, including word-processing, spreadsheets, Internet, and internal bank software.
* Prior experience working within a team environment preferred.
* Demonstrated aptitude for accuracy with numbers.
* Strong decision making skills.
* Ability to plan, prioritize, organize, meets deadlines, manage multiple tasks, and work under pressure.
* Excellent oral and written communication skills.
* Ability to maintain a pleasant attitude throughout the entire work day.
* Demonstrated aptitude for learning new policies and procedures.
* Ability to concentrate on complex projects and pay attention to detail.
* Excellent human relations/customer service skills to effectively interact with customers and co-workers.
* Self-motivated and results oriented.
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